Invesco DB Oil Fund
DBO
74 hedge funds and large institutions have $84.3M invested in Invesco DB Oil Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 8 closing their positions.
2,769% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $39K
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $75.6M → $84.3M (+$8.72M)
3% more funds holding
Funds holding: 72 → 74 (+2)
0.39% more ownership
Funds ownership: 30.29% → 30.68% (+0.39%)
48% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 25
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.63M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.39M |
| 3 |
Jane Street
New York
|
-$3.39M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$792K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$790K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
76
Arete Wealth Advisors
Chicago,
Illinois
| – | -$417K | -29,563 | Closed |
|
|
AWM
77
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$267K | -18,890 | Closed |
|
78
Simplex Trading
Chicago,
Illinois
| – | -$57K | -4,093 | Closed |
|
|
PIAS
79
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$11.4K | -805 | Closed |
|
|
CG
80
Cutler Group
San Francisco,
California
| – | -$4.88K | -300 | Closed |
|
|
FGAM
81
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$108 | -14 | Closed |
|
82
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$28 | -2 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$14 | -1 | Closed |
|
DBO Hedge Fund Activity: Q3 2023 in Review
74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco DB Oil Fund (DBO) for Q3 2023, worth a combined $84.3M — up 12% from $75.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DBO positions and 8 closed out — a net gain of 3 holders — while 13 added to existing stakes and 25 trimmed.
The largest buyer was First National Corp, adding an estimated $2.48M. The largest seller was Wells Fargo, cutting an estimated $4.63M.
- 74 institutional investors held Invesco DB Oil Fund (DBO) as of Q3 2023, up from 72 in Q2 2023.
- Funds reported $84.3M of Invesco DB Oil Fund stock for Q3 2023, up 12% quarter-over-quarter.
- 11 funds opened new Invesco DB Oil Fund positions in Q3 2023 and 8 closed out, a net change of +3 holders.
- The largest Invesco DB Oil Fund buyer in Q3 2023 was First National Corp, an estimated $2.48M added.
- The largest Invesco DB Oil Fund seller in Q3 2023 was Wells Fargo, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2023.